See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $167,484-67.1% | $151,611-63.7% | $134,475-59.1% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | 15.70% | 7.80%+7.9pp | 3.33%+12.4pp | 417.96%-402.3pp |
| Employer contribution / active EE | $2,073 | $6,829-69.7% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $6,354 | $8,986-29.3% | $8,363-24.0% | $6,400-0.7% |
| Admin fee / account holder | $3,589 | $13,783-74.0% | $11,616-69.1% | $11,426-68.6% |